+99.9%
VLO vs AMIX
-89.3%
+189.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.8% | -10.5% | -1.7% |
| 7D | -9.5% | +11.4% | -21.0% | -9.5% |
| 30D | -19.1% | -40.5% | +21.4% | -19.3% |
| 3M | +11.4% | -80.1% | +91.4% | +10.8% |
| 6M | +46.7% | -74.8% | +121.6% | +42.0% |
| YTD | +118.6% | -84.0% | +202.6% | +108.4% |
| 1Y | +99.9% | -89.7% | +189.6% | +88.8% |
| All | +99.9% | -89.3% | +189.1% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling